SemiPulse — Semiconductor Intelligence

SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp growth in 2025 and expected expansion in 2026 could reshape connectivity worldwide, as rising demand for inter-satellite, satellite-to-gateway, and satellite-to-mobile links drives higher frequencies and services.

$13 Qualcomm QCC74xM EVK offers Wi-Fi 6, Bluetooth 5.4, and 802.15.4 connectivity (Bouffalo Lab BL618 inside) - CNX Software

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www.cnx-software.com 2026-05-18 CNX Software

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ASMedia reports record profit as it expands beyond PC chips into AI and automotive

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digitimes.com 2026-05-14

Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring early gains from its shift beyond PC connectivity chips into custom silicon, artificial intelligence infrastructure, and automotive electronics.

TSMC symposium spotlights AI expansion, advanced packaging demand

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digitimes.com 2026-05-14

TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data centers to edge devices — driving surging demand for semiconductor compute density, high-bandwidth connectivity, power efficiency, and thermal management. Ray Wan, director of Asia-Pacific business, said TSMC will leve

Why NVIDIA (NVDA) Is Pushing Deeper Into AI Data Center Connectivity - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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NVIDIA Corp. (NVDA) Partners with Corning to Boost Optical Connectivity Manufacturing Capacity - Yahoo Finance UK

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uk.finance.yahoo.com 2026-05-09 Yahoo Finance UK

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NVIDIA Aims To Expand Manufacturing Capacity In The US By 10x Through Corning Partnership, Mainly Focusing on Optical Connectivity - Wccftech

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wccftech.com 2026-05-07 Wccftech

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NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck - 24/7 Wall St.

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247wallst.com 2026-05-07 24/7 Wall St.

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STMicro Introduces STM32C5 for Cost-Sensitive Smart Devices

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eetimes.com 2026-04-29 Yashasvini Razdan

Introducing STM32C5 in India, STMicroelectronics explained how the new series targets cost-sensitive applications with improved performance, memory, and connectivity.

Microcontroller STM32C5 STMicroelectronics Industrial IoT Smart Devices Cost-sensitive Design Ethernet Integration Cortex-M33

One Billion Cellular IoT LPWAN Connections

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eetimes.com 2026-03-18 Pablo Valerio

Enabling IoT LPWAN scalability and security for future connectivity with NB-IoT, LTE-M, eREDCAP, and upcoming 6G networks.

IoT LPWAN NB-IoT LTE-M 5G eSIM iSIM GSMA